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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 83 Institutional holders with a total value of $501,889,954.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 HOWE & RUSLING INC 13 1,000 0.00%
3 CANADA LIFE ASSURANCE Co 22 2,000 0.00%
4 Transamerica Financial Advisors, LLC 10 2,000 0.00%
5 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 19 2,000 0.00%
6 B. Riley Wealth Management, Inc. 34 3,000 0.00%
7 AllSquare Wealth Management LLC 52 6,000 0.00%
8 Edge Wealth Management LLC 110 13,000 0.00%
9 B. Riley Wealth Advisors, Inc. 150 17,000 0.00%
10 NATIONAL PLANNING CORP 190 21,694 0.00%
11 NEW ENGLAND SECURITIES CORP /MA/ 249 28,000 0.01%
12 MSI Financial Services Inc 257 29,000 0.01%
13 OPTIMUM INVESTMENT ADVISORS 279 32,000 0.01%
14 Madden Advisory Services, Inc. 305 34,000 0.01%
15 Crosspoint Capital Strategies, LLC 340 38,000 0.01%
16 Regal Investment Advisors LLC 345 39,000 0.01%
17 DEUTSCHE BANK AG\ 600 67,000 0.01%
18 Simplicity Solutions, LLC 647 73,182 0.01%
19 Blume Capital Management, Inc. 925 105,000 0.02%
20 Creative Planning 950 107,000 0.02%
21 BANK OF MONTREAL /CAN/ 971 110,000 0.02%
22 Li Winifred I 1,070 121,000 0.02%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,718 194,000 0.04%
24 WFG Advisors, LP 1,810 205,000 0.04%
25 Advisory Services Network, LLC 1,929 219,000 0.04%
26 COMMERCE BANK 2,000 226,000 0.05%
27 US BANCORP \DE\ 2,050 231,000 0.05%
28 CONDOR CAPITAL MANAGEMENT 2,120 240,000 0.05%
29 PNC FINANCIAL SERVICES GROUP, INC. 2,162 244,000 0.05%
30 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,212 250,000 0.05%
31 Cetera Advisors LLC 2,396 272,000 0.05%
32 MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,426 274,405 0.05%
33 Advisors Preferred, LLC 2,806 317,386 0.06%
34 Carnegie Investment Counsel 3,460 402,000 0.08%
35 SHAPIRO ROBERT N 3,986 451,000 0.09%
36 Timber Hill LLC 4,014 454,000 0.09%
37 1834 INVESTMENT ADVISORS CO 4,440 502,000 0.10%
38 REGIONS FINANCIAL CORP 4,550 515,000 0.10%
39 Cambridge Investment Research Advisors, Inc. 4,569 517,000 0.10%
40 Triangle Securities Wealth Management 5,250 594,000 0.12%
41 Montecito Bank & Trust 5,745 650,000 0.13%
42 Janney Montgomery Scott LLC 6,115 691,668 0.14%
43 SG Americas Securities, LLC 6,881 778,000 0.16%
44 Sigma Planning Corp 7,177 812,000 0.16%
45 BAROMETER CAPITAL MANAGEMENT INC. 8,000 905,000 0.18%
46 AMERICAN INTERNATIONAL GROUP, INC. 8,855 1,001,619 0.20%
47 COLUMBIA CAPITAL LLC 8,999 1,018,000 0.20%
48 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,645 1,091,000 0.22%
49 Virtu KCG Holdings LLC 10,244 1,159,000 0.23%
50 ROYAL BANK OF CANADA 10,439 1,181,000 0.24%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.